Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $232,170 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $71,950 |
BKD, LLP2 years Service code 15 · EIN 44-0160260 | Recordkeeping | $9,434 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,169 | $117,734-40.4% | $115,752-39.4% | $77,958-10.0% |
| Participation rate | 91.8% | 82.0%+9.8pp | 77.8%+14.0pp | 71.6%+20.1pp |
| Annual return | 18.44% | 17.65%+0.8pp | 19.41%-1.0pp | 20.87%-2.4pp |
| Employer contribution / active EE | $1,065 | $2,736-61.1% | $3,492-69.5% | $2,310-53.9% |
| Participant deferral / active EE | $3,645 | $4,435-17.8% | $5,204-30.0% | $3,537+3.1% |
| Admin fee / account holder | $77 | $75+3.0% | $6,278-98.8% | $97-20.8% |